Juan José Mata fd6f4ff078 Add live AI checks to system health (#3155) ...

* Add live AI checks to system health

Give super admins a dedicated AI status view with bounded liveness probes for LLMs, vector stores, pgvector, and embedding endpoints. Record sanitized failures in both the system debug log and Rails logger, and document the recommended local configuration.\n\nCloses #3145

* Fix AI health CI checks

* Address AI health review feedback

* Correct Ollama model preload guidance

* Distinguish OpenAI-compatible providers

* Make Ollama startup readiness explicit

* Recognize Cloudflare AI endpoints

2026-08-24 22:41:08 +02:00

..

admin

Add live AI checks to system health (#3155)

2026-08-24 22:41:08 +02:00

api/v1

feat: add safe admin user removal (#3131)

2026-08-22 21:54:32 +02:00

brex_items

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

category

feat(transactions): surface recently-used categories in the category picker (#2829)

2026-08-04 23:03:12 +02:00

concerns

feat: add safe admin user removal (#3131)

2026-08-22 21:54:32 +02:00

import

fix: respect SURE_IMPORT_MAX_NDJSON_SIZE_MB in Sure import GUI upload (#3111)

2026-08-22 04:33:54 +02:00

oauth

fix(mcp): assign OAuth clients read_write scope (#2884)

2026-08-04 23:10:39 +02:00

settings

Track self-custody wallets natively: Bitcoin, EVM and Solana (#3081)

2026-08-22 21:27:38 +02:00

tag

fix(tags): return 404 for missing or cross-family tag deletion (#2703)

2026-07-30 07:15:50 +02:00

transactions

Added ability to bulk-edit transaction names for multiple selected transactions (#1553)

2026-04-29 18:35:00 +02:00

account_sharings_controller.rb

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

account_statements_controller.rb

feat(statements): add account statement vault (#1753)

2026-05-13 21:05:11 +02:00

accountable_sparklines_controller.rb

perf(sparklines): avoid full account loads for linked charts (#2128)

2026-06-02 18:47:09 +02:00

accounts_controller.rb

fix(onchain-wallets): show linked wallets on the accounts page, and drop the tracking row on unlink (#3136)

2026-08-22 23:39:51 +02:00

akahu_items_controller.rb

feat(provider): Akahu integration (#1921)

2026-06-02 21:44:57 +02:00

application_controller.rb

feat(self-hosting): surface Sidekiq-unhealthy nudge + admin system health page (#1906)

2026-08-22 07:17:29 +02:00

archived_exports_controller.rb

Add post-trial inactive Family cleanup with data archival (#1199)

2026-03-14 20:14:18 +01:00

binance_items_controller.rb

feat(binance): add full account sync and transaction processing (#1822)

2026-05-27 23:58:00 +02:00

brex_items_controller.rb

feat(sync): add Brex provider connections (#1752)

2026-05-13 18:13:48 +02:00

budget_categories_controller.rb

feat(budgets): add per-user personal budgets with strict isolation (#2891)

2026-08-18 08:36:46 +02:00

budgets_controller.rb

feat(budgets): add per-user personal budgets with strict isolation (#2891)

2026-08-18 08:36:46 +02:00

categories_controller.rb

Add inline category creation to transaction form (#3088)

2026-08-22 04:42:40 +02:00

chats_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

coinbase_items_controller.rb

Providers sharing (#1273)

2026-03-25 17:47:04 +01:00

coinstats_items_controller.rb

Add CoinStats exchange portfolio sync and normalize linked investment charts (#1308)

2026-04-01 20:25:06 +02:00

cookie_sessions_controller.rb

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

credit_cards_controller.rb

feat(sync): add toggle to parse Enable Banking CC balance as available credit (#2512)

2026-07-21 09:15:24 +02:00

cryptos_controller.rb

Fix crypto subtype for trades api (#1022)

2026-02-19 19:51:42 +01:00

currencies_controller.rb

More composable forms (#989)

2024-07-16 14:08:24 -04:00

current_sessions_controller.rb

Improve account sync performance, handle concurrent market data syncing (#2236)

2025-05-15 10:19:56 -04:00

depositories_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

email_confirmations_controller.rb

Allow users to update their email address (#1745)

2025-01-31 11:29:49 -06:00

enable_banking_items_controller.rb

feat(enable_banking): support MFA/decoupled banks and harden session handling (#2174)

2026-06-04 19:53:52 +02:00

exchange_rates_controller.rb

Add exchange rate feature with multi-currency transactions and transfers support (#1099)

2026-04-08 21:05:58 +02:00

family_exports_controller.rb

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685)

2026-07-17 06:57:54 +02:00

family_merchants_controller.rb

Add searchable merge merchants (#2624)

2026-07-22 00:38:52 +02:00

goal_pledges_controller.rb

feat(goals): balance-derived + pledges (#1798)

2026-06-02 14:00:16 +02:00

goals_controller.rb

fix(goals): allow deleting a goal without archiving it first (#2963)

2026-08-16 08:12:45 +02:00

holdings_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

ibkr_items_controller.rb

Add Interactive Brokers Provider (#1722)

2026-05-12 23:45:19 +02:00

impersonation_sessions_controller.rb

Impersonation (#1325)

2024-10-18 11:26:58 -05:00

imports_controller.rb

fix: respect SURE_IMPORT_MAX_NDJSON_SIZE_MB in Sure import GUI upload (#3111)

2026-08-22 04:33:54 +02:00

indexa_capital_items_controller.rb

Fix IndexaCapital sync, account setup, and balance/type bugs (#1562)

2026-04-27 18:33:22 +02:00

insights_controller.rb

fix(insights): drop the dismiss toast and fix both empty states (#2965)

2026-08-11 06:15:02 +02:00

investments_controller.rb

Fix Investment account subtype not saving on creation (#1039)

2026-02-23 17:47:49 -05:00

invitations_controller.rb

fix(invitations): allow re-inviting after an unaccepted invite expires (#2543)

2026-07-08 08:59:54 +02:00

invite_codes_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

kraken_items_controller.rb

feat(providers): add Kraken exchange sync (#1759)

2026-05-12 00:22:37 +02:00

loans_controller.rb

Fix loan account subtype not persisting on create (#1491)

2026-04-18 00:06:24 +02:00

lookbooks_controller.rb

Pre-launch design sync with Figma spec (#2154)

2025-04-30 18:14:22 -04:00

lunchflow_items_controller.rb

Missing translation fallback for account subtypes (#1325)

2026-03-31 17:22:49 +02:00

mcp_controller.rb

Tooling for the wealth + tax agent harness (#2848)

2026-08-04 23:33:01 +02:00

mercury_items_controller.rb

fix(mercury): support named multiple API connections (#1627)

2026-05-03 10:56:31 +02:00

messages_controller.rb

fix(chat): make the assistant response timeout configurable (#2910)

2026-08-15 06:12:22 +02:00

mfa_controller.rb

feat: add safe admin user removal (#3131)

2026-08-22 21:54:32 +02:00

oauth_metadata_controller.rb

feat(mcp): OAuth 2.1 auth for MCP — connect Claude.ai with your Sure login (#2234)

2026-06-11 16:19:58 +02:00

oauth_registration_controller.rb

fix(mcp): assign OAuth clients read_write scope (#2884)

2026-08-04 23:10:39 +02:00

oidc_accounts_controller.rb

feat: add safe admin user removal (#3131)

2026-08-22 21:54:32 +02:00

onboardings_controller.rb

Onboarding redirect tests and trial status bar (#2197)

2025-05-02 15:21:46 -04:00

onchain_wallet_items_controller.rb

Track self-custody wallets natively: Bitcoin, EVM and Solana (#3081)

2026-08-22 21:27:38 +02:00

other_assets_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

other_liabilities_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

pages_controller.rb

fix(dashboard): shorten money-flow drill-down URLs when possible (#3018)

2026-08-16 09:36:12 +02:00

passkey_sessions_controller.rb

feat: add safe admin user removal (#3131)

2026-08-22 21:54:32 +02:00

password_resets_controller.rb

Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569)

2026-01-07 20:17:23 +01:00

passwords_controller.rb

Rubocop updates (#1118)

2024-08-23 10:06:24 -04:00

pending_duplicate_merges_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

plaid_items_controller.rb

fix(plaid): surface configuration/product-access errors from the Link flow (#1792) (#1991)

2026-05-28 14:55:21 +02:00

plans_controller.rb

feat(budgets): add per-user personal budgets with strict isolation (#2891)

2026-08-18 08:36:46 +02:00

properties_controller.rb

Add RentCast & Realie integration for automatic property data and valuations (#2727)

2026-07-25 04:47:58 +02:00

pwa_controller.rb

Allow PWA assets without forgery checks

2026-08-04 23:10:36 +00:00

questrade_items_controller.rb

feat(provider): add native Questrade brokerage provider integration (#2534)

2026-07-08 09:00:49 +02:00

recurring_transactions_controller.rb

Recurring scoping implementation (#1300)

2026-03-26 19:01:35 +01:00

redbark_items_controller.rb

feat(redbark): add australian bank sync (redbark) (#2794)

2026-07-26 07:40:25 +02:00

registrations_controller.rb

feat: add safe admin user removal (#3131)

2026-08-22 21:54:32 +02:00

reports_controller.rb

Make report income/expense categories clickable (#2923)

2026-08-16 08:24:36 +02:00

rules_controller.rb

Add comprehensive debug logging to AI cache reset job (#3046)

2026-08-16 01:01:54 +02:00

securities_controller.rb

Improve convert-to-trade security selection with search-first UX (#703)

2026-01-19 15:49:51 +01:00

sessions_controller.rb

feat: add safe admin user removal (#3131)

2026-08-22 21:54:32 +02:00

simplefin_items_controller.rb

SimpleFIN: setup UX + same-provider relink + card-replacement detection (#1493)

2026-04-18 09:50:34 +02:00

snaptrade_items_controller.rb

Fix SnapTrade account setup and reconnection (#2858)

2026-07-31 02:20:03 +02:00

sophtron_items_controller.rb

[codex] Add Sophtron manual sync fixes (#1714)

2026-05-09 21:55:20 +02:00

splits_controller.rb

feat(splits): add exclusion support for splits and improve rendering (#1661)

2026-05-09 12:36:41 +02:00

subscriptions_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

syncs_controller.rb

feat(sync): family-facing cancellation for syncs, imports, and exports (#2685)

2026-07-17 06:57:54 +02:00

tags_controller.rb

feat(transactions): add inline tag creation and search in txn form (#1719)

2026-06-01 21:46:32 +02:00

trades_controller.rb

fix(trades): prevent MissingTemplate for Turbo Stream requests on update/create failure (#1893)

2026-05-24 15:51:18 +02:00

trading212_items_controller.rb

Add support for trading212 integration in investments sync (#2513)

2026-07-25 04:54:30 +02:00

transaction_attachments_controller.rb

Family sharing (#1272)

2026-03-25 10:50:23 +01:00

transaction_categories_controller.rb

feat(transactions): surface recently-used categories in the category picker (#2829)

2026-08-04 23:03:12 +02:00

transactions_controller.rb

fix(transactions): re-render form when creating a transaction with no account (#2777)

2026-08-22 06:31:18 +02:00

transfer_matches_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

transfers_controller.rb

Add tags support for transfer transactions (#2921)

2026-08-05 19:47:34 +02:00

up_items_controller.rb

feat(up): add Up Bank (AU) provider integration (#2391)

2026-06-20 20:33:09 +02:00

users_controller.rb

feat(budgets): add per-user personal budgets with strict isolation (#2891)

2026-08-18 08:36:46 +02:00

valuations_controller.rb

feat(i18n): extract hardcoded English strings to locale files (#1806)

2026-05-17 09:52:49 +02:00

vehicles_controller.rb

Account Activity View + Account Forms (#1406)

2024-11-04 20:27:31 -05:00

webhooks_controller.rb

security: sanitize exception messages in v1 API responses (FIX-11) (#1521)

2026-04-19 18:38:23 +02:00

wise_items_controller.rb

Fix wise imports only 90 days history on initial setup (#2998)

2026-08-11 23:21:08 +02:00